LONDON CO OF VIRGINIA: 13F holdings

CIK 12598872026Q2

Positions169
Reported value$17.5bn
Filed2026-08-14

Change since last quarter

Positions169 (+2 vs prior quarter)
Reported value$17.5bn (+8.1%)

Top 10 holdings

SecuritySharesValueWeight
GLW CORNING INC3,220,119$822.5m4.7%
AAPL APPLE INC2,199,195$636.4m3.6%
BRK-B BERKSHIRE HATHAWAY INC DEL1,062,527$531.7m3.0%
NSC NORFOLK SOUTHN CORP1,652,991$520.0m3.0%
D DOMINION ENERGY INC6,834,123$466.7m2.7%
TXN TEXAS INSTRS INC1,549,011$461.7m2.6%
ENTG ENTEGRIS INC2,490,787$447.8m2.6%
JNJ JOHNSON & JOHNSON1,549,812$393.6m2.2%
NEU NEWMARKET CORP488,482$386.5m2.2%
APD AIR PRODUCTS AND CHEMICALS I1,280,962$375.6m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1259887")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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